Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $693,776 | $212,386+226.7% | $199,883+247.1% | $138,895+399.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 11.33% | 47.75%-36.4pp | 43.81%-32.5pp | 145.39%-134.1pp |
| Employer contribution / active EE | $58,000 | $6,625+775.5% | $6,261+826.3% | $4,194+1282.9% |
| Participant deferral / active EE | $36,333 | $9,617+277.8% | $9,138+297.6% | $6,396+468.0% |
| Admin fee / account holder | $14,752 | $18,233-19.1% | $17,268-14.6% | $12,562+17.4% |